Analyst, Portfolio Management, Debt Investments

LaSalle Investment Management; City Of London; On-site; GBP 35,000 - 45,000; Full time

Job summary

A leading real-estate investment firm is seeking a candidate to automate borrower reports and improve workflows using Python and Microsoft tools. This role requires 1–3 years of experience and skills in data extraction, dashboard creation, and database management. The successful applicant will work with a team to transform fragmented processes into structured systems, enhancing data quality and accessibility.

Qualifications

• 1–3 years of relevant experience.
• Basic Python for automation and data extraction.
• Familiarity with Microsoft tools like Outlook and SharePoint.

Responsibilities

• Automate extraction of PDF/Excel attachments from a shared Outlook inbox.
• Extract key financials using scripts and store them in a database.
• Build simple approval workflows for data changes.

Skills

Basic Python for automation

Familiarity with Microsoft tools

Excel knowledge

SQL basics

Git for version control

Ability to work independently

Excellent communication skills

Education

Relevant experience (1–3 years)

Tools

SharePoint

Power BI

Docker

Job description

# LI-DNI

Team Overview: This position is with LaSalle Investment Managements Debt and Value-Add Strategies team (the Team), a specialist business which invests fund capital into real‑estate debt and value‑add equity investments across Europe. The team was set up in 2010 and has become one of the largest providers of alternative finance on commercial real‑estate in Europe.

Main Duties and Responsibilities

The successful candidate will build an internal tool automating borrower reports. They will handle email attachments (borrower and investor reports in PDFs/Excel format), rename them, save to SharePoint, extract key loan metrics, store in a database with versioning and approvals, and create interactive dashboards. Working with a senior developer and investment professionals, this initiative replaces fragmented Excel‑based workflows with structured systems capable of supporting future capabilities such as predictive dashboards, AI integration, document intelligence, and internal knowledge management, materially improving data quality, structure and accessibility across the platform.

Key Responsibilities

• Automate extraction of PDF/Excel attachments from a shared Outlook inbox, rename files, and upload to SharePoint folders.
• Extract key financials (revenue, debt ratios) using scripts and store them in a database; handle updates with team verification while preserving historical data.
• Build simple approval workflows for data changes.
• Create dashboards from the database that are easy to use for both technical and non‑tech users.
• Test integrations and gather team feedback for improvements.

Required Qualifications & Experience

• 1–3 years of relevant experience.
• Basic Python for automation, file parsing (e.g., pdfplumber for PDFs, pandas for Excels) and data extraction.
• Familiarity with Microsoft tools: Outlook/SharePoint APIs (e.g., Graph API basics) and Power Automate for workflows.
• Simple front‑end for dashboards (HTML/CSS/JS; Streamlit or Dash).
• SQL basics for database connections (e.g., pyodbc) and queries.
• Excel knowledge (pivots, formulas) to understand and automate workflows.
• Git for version control; basic security such as user authentication and data logging.
• A team player with excellent communication skills, strong work ethic and positive attitude.
• Energetic and self‑motivated with an ability to work independently and show initiative.
• Willingness to automate away manual tasks.

Desirable Skills

• Good understanding and interest in real‑estate investments and knowledge of debt investments.
• Power BI for interactive visuals.
• Databases such as PostgreSQL or Azure SQL.
• Regex/NLP for smarter extraction.
• Finance basics (e.g., real‑estate debt reports).
• Docker for testing.

LaSalle is an Equal Opportunity Employer and encourages applications from all sections of the community.

Jones Lang LaSalle (JLL) together with its subsidiaries and affiliates is a leading global provider of real‑estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you is for the purposes of processing in connection with JLL’s recruitment process. We endeavour to keep your personal information secure with an appropriate level of security and retain it for as long as we need it for legitimate business or legal reasons, after which it will be deleted safely and securely.

For more information about how JLL processes your personal data please view our Candidate Privacy Statement.

For employees in the United States please see a full copy of our Equal Employment Opportunity policy here.

This position may require you to be fully vaccinated against COVID‑19. If required you’ll be asked to provide proof of vaccination upon your start date. Failure to provide proof may result in termination.

Jones Lang LaSalle (JLL) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email us at the provided contact address.

Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.

Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.

Pursuant to Columbia SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job‑related convictions will be considered and will not automatically disqualify the candidate.

California residents only: If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal data.

Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified applicants including those with criminal histories in a manner consistent with the requirements of applicable state and local laws.

Pursuant to the San Francisco Fair Chance Ordinance we will consider for employment qualified applicants with arrest and conviction records.

Employment Type: Full‑Time

Experience: years

Vacancy: 1